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ZephX is designed by investors, for investors. Client onboarding with ease, simple digital investment applications, secure payment details, AML, KYC, streamlined investor reporting and communication, all in a single, integrated software as a service.


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Modules & Features

  • Features iconFeatures iconClient Onboarding

    Register investors with ease using our onboarding module. Investors access your core Fund investment materials via our templated fund offering.

  • Features iconFeatures iconInvestment Applications

    Investors complete simple and intuitive full digital investment application and registration forms. Display secure payment details, perform digital review, AML, KYC and sign off of applications.

  • Features iconFeatures iconFund Onboarding

    Create new Funds within minutes using multiple fee configurations. Existing fund migration is fast using a bulk investor upload.

  • Features iconFeatures iconReporting

    A single port of call for investor related communications and reporting including an automatic annual report covering fund deployment (dates set by the Fund Manager)

  • Features iconFeatures iconInvestment Tracking

    Track and monitor investments and the status of associated payments. Additional details and bespoke reporting, tracking and portfolio management are also available.

  • Features iconFeatures iconTrack Money

    Capture amounts, use, statuses and dates for all payments made from and into the fund including investments, fees, subscriptions and top ups.


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